News

8 July 2016

Carbon’s Gordon Wilson talks to Adviser Business Review about Financial Planning Week

Carbon Financial Partners recently took part in Financial Planning Week which commenced on the 6th June. The Financial Planning Week is an annual nationwide campaign launched by the Chartered Institute of Securities and Investments (CISI) to help improve the UK’s financial fitness by encouraging consumers to sign up for free financial advice sessions.

These free sessions were being offered by the CISI Certified Financial Planner professionals, Chartered Wealth Managers and CISI Accredited Financial Planning Firms throughout the UK. As an Accredited Financial Planning Firm, Carbon Financial Partners was delighted to be part of this very worthwhile programme. During the week-long event, Carbon had nine enquiries which resulted in five meetings across their three offices, aptly demonstrating the growing interest in professional financial planning.

Carbon’s managing director, Gordon Wilson, was recently interviewed by Adviser Business Review about the campaign and why Carbon decided to get involved, you can read the article here.

If you would like to discuss your financial planning options, please contact us with any questions you might have. You can do this by calling our head office on 0131 220 0000, or by emailing us at enquiries@carbonfinancial.co.uk. or you can also follow us on Facebook, Twitter or LinkedIn.

Adviser Business Review 2

Click the image to view the Adviser Business Review article.

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